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iShares Russell 1000 Value ETF

1,714 hedge funds and large institutions have $51.8B invested in iShares Russell 1000 Value ETF in 2024 Q4 according to their latest regulatory filings, with 249 funds opening new positions, 606 increasing their positions, 477 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,714
Holders Change
+149
Holders Change %
+9.52%
% of All Funds
22.81%
Holding in Top 10
95
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+4.4%
% of All Funds
1.26%
New
249
Increased
606
Reduced
477
Closed
71
Calls
$242M
Puts
$202M
Net Calls
+$39.6M
Net Calls Change
+$50.1M
Name Holding Trade Value Shares
Change
Shares
Change %
DF
1526
Dunhill Financial
United Kingdom
$143K +$12.6K +68 +10%
DFC
1527
DB Fitzpatrick & Co
Idaho
$142K -$23.3K -126 -14%
NFSG
1528
Newbridge Financial Services Group
Florida
$136K +$136K +735 New
HBT
1529
Hills Bank & Trust
Iowa
$134K
TWC
1530
TD Waterhouse Canada
Ontario, Canada
$133K
USB
1531
Union Savings Bank
Connecticut
$131K
GWSG
1532
GPS Wealth Strategies Group
Colorado
$129K +$7.59K +41 +6%
WTFG
1533
Wood Tarver Financial Group
Idaho
$127K +$127K +687 New
VC
1534
Vestor Capital
Illinois
$123K
SIP
1535
Sellwood Investment Partners
Oregon
$122K +$122K +660 New
EW
1536
Element Wealth
Mississippi
$119K -$2.22K -12 -2%
Federated Hermes
1537
Federated Hermes
Pennsylvania
$116K +$116K +624 New
MG
1538
MilWealth Group
Wisconsin
$114K
AGWCA
1539
Annis Gardner Whiting Capital Advisors
Florida
$111K
KBFS
1540
Kohmann Bosshard Financial Services
Ohio
$110K +$110K +593 New
WWM
1541
Wolff Wiese Magana
California
$108K -$2.96K -16 -3%
FPF
1542
First Pacific Financial
Washington
$108K +$556 +3 +0.5%
PCM
1543
Palouse Capital Management
Washington
$107K +$107K +577 New
CSC
1544
Caldwell Sutter Capital
California
$106K
FCAS
1545
First Command Advisory Services
Texas
$104K
AT
1546
Avalon Trust
New Mexico
$103K
LWANC
1547
Laurel Wealth Advisors (North Carolina)
North Carolina
$102K
WPA
1548
West Paces Advisors
Georgia
$98.3K -$6.85K -37 -7%
SFC
1549
SYM Financial Corp
Indiana
$97.6K
UCB
1550
United Community Bank
South Carolina
$91.1K +$91.1K +492 New